Business Planning

Financial Essentials is dedicated to provide your business with customized, carefully designed strategies.

  • Pension, Profit Sharing, 401 (k) and SEP and SIMPLE IRA Plans
  • Executive Benefits
  • Buy/Sell Strategies
  • Succession Planning
  • Key Person Insurance
  • Group Medical Insurance
  • Group Life, Long Term Care and Disability Income Insurance

Estate Analysis

Plan ahead! You've worked hard to accumulate your assets and you want to ensure that they are distributed to your loved ones according to your intentions. To do this requires planning ahead.

Stallsmith Financial can provide you with a variety of products that are designed to help accomplish your goals.

  • Tax Reduction Strategies
  • Distribution Planning
  • Charitable Gift Planning
  • Second to Die Insurance Policies
  • Long Term Care Insurance
  • Strategies to Match Objectives as Set Forth in Your Will